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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,194 | $51,631-6.7% | $129,397-62.8% | $80,925-40.4% |
| Participation rate | 80.8% | 56.9%+23.8pp | 69.6%+11.1pp | 67.7%+13.1pp |
| Annual return | 11.10% | 20.77%-9.7pp | 9453.98%-9442.9pp | 35.65%-24.5pp |
| Employer contribution / active EE | $3,442 | $1,583+117.5% | $4,154-17.1% | $2,756+24.9% |
| Participant deferral / active EE | $7,932 | $2,670+197.1% | $4,167+90.3% | $4,299+84.5% |
| Admin fee / account holder | $12,316 | $4,309+185.8% | $7,679+60.4% | $6,940+77.5% |